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Products tagged with 'estate administration'

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63rd Annual Estate Planning Short Course (May 2020)

P9004-20U
The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.
From $770.00

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today

P1904-19E-06
What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.
$80.00

Estate Planning for the 99%

P1904-19U
Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.
From $300.00

Important Takeaways on the Illinois Trust Code for Drafters & for Fiduciaries

P1916-19E-10
Learn important takeaways for both the drafters and the fiduciaries. For the Drafters - Review common trust provisions impacted by the Illinois Trust Code and trust drafting tips. For the Fiduciaries - Understand what steps fiduciaries (individuals or corporations) should be taking prior to and after the effective date of the Illinois Trust Code as well as the impact of the Code on how fiduciaries administer trusts.
$80.00

Notice and Accounting to Beneficiaries Under the Illinois Trust Code

P1916-19E-04
Learn which beneficiaries are entitled to receive accountings and copies of the trust instrument under the Illinois Trust Code. Get details about which trusts the rules apply to, whether the grantor can change these rights in the trust instrument, and what other information the trustee is required to provide to beneficiaries.
$30.00

Prudent Investor Rule and Irrevocable Life Insurance Trusts Under the Illinois Trust Code

P1916-19E-08
Explore modernizing updates to the familiar Prudent Investor Rule, including consideration of environmental, social and corporate governance factors in prudent investment. Also learn more about modifications to the duties of trustees in the administration of life insurance trusts.
$30.00

What To Do (Really!) About Digital Assets: Practical Planning and Administration Pointers

P9004-20E-12
Illinois has a law regarding how fiduciaries can access digital assets, but it is still tricky for estate planning professionals to navigate a client’s digital assets. Learn practical and timely pointers for addressing a client’s digital assets in the estate planning and administration process, including particular considerations for corporate fiduciaries.
$80.00
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